Johnson: This market is rotating but resilient
Youtube· 2025-11-05 12:19
All right. So, so Craig, you know, this is a market focused show, but I do have to talk about the intersection of DC and Wall Street right here. Uh, we saw Democrats win two very high-profile elections in New York and New Jersey.We also saw the Democratic party win a redistricting fight in California. At the same time, this is the one-year anniversary of the president being elected and the longest shutdown in US history. A lot of intersections here.Do you think that those uh elections, were they really a li ...
New York Times projects upbeat subscription revenue on steady demand
Reuters· 2025-11-05 12:19
The New York Times on Wednesday projected fourth-quarter subscription revenue growth above Wall Street expectations, betting that its strategy to bundle news with more lifestyle and sports content wil... ...
First Majestic Silver Non-GAAP EPS of $0.07 misses by $0.02, revenue of $285.1M misses by $21.34M (NYSE:AG)
Seeking Alpha· 2025-11-05 12:18
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China Reportedly Bans Foreign AI Chips In State-Funded Data Centers In A Blow To Nvidia, AMD - Alibaba Gr Hldgs (NYSE:BABA), Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2025-11-05 12:17
Beijing has reportedly issued a directive banning foreign artificial intelligence (AI) chips in state-funded data centers amid an intensifying U.S.-China tech war.State Projects Under 30% Completion In Focus China's government has mandated that new data center projects receiving state funding must exclusively use domestically produced artificial intelligence chips, Reuters reported on Wednesday.The directive targets data centers that are under 30% complete, requiring them to eliminate all foreign chips or a ...
Arthur Hayes Predicts Bitcoin Bull Run Will 'Reignite' as Fed’s Balance Sheet Expands
Yahoo Finance· 2025-11-05 12:17
Arthur Hayes' comments come as Bitcoin's price falls | Source: Image created with Gemini Key Takeaways Arthur Hayes believes Bitcoin’s next major bull run could be on its way. Hayes believes persistent U.S. deficits to borrow rather than save will force the Fed to expand its balance sheet, which will be bullish for crypto. Despite the bullish macro setup, analysts warn Bitcoin could face further declines. Bitcoin’s next bull run may be about to ignite as the U.S. Federal Reserve quietly expands it ...
Slower Growth and Margin Pressure Affected Fiserv (FI) in Q3
Yahoo Finance· 2025-11-05 12:16
The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. The economy retained most of its momentum from the second quarter, even though the economic data released during the third quarter was mixed. The portfolio returned 6.3% (6.2%, net) during the ...
Performance Food Group Non-GAAP EPS of $1.18 misses by $0.03, revenue of $17.1B beats by $220M (NYSE:PFGC)
Seeking Alpha· 2025-11-05 12:16
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Appili Therapeutics Announces Proposed Non-Brokered Private Placement
Globenewswire· 2025-11-05 12:16
NOT FOR DISSEMINATION IN THE UNITED STATES OR FOR DISTRIBUTION TO U.S. WIRE SERVICES HALIFAX, Nova Scotia, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Appili Therapeutics Inc. (TSX: APLI; OTCPink: APLIF) (the “Company” or “Appili”), a biopharmaceutical company focused on drug development for infectious diseases and biodefense, is pleased to announce a non-brokered private placement of up to approximately 30,000,000 units (“Units”) of the Company at a price of $0.025 per Unit for aggregate gross proceeds of up to appr ...
AMD To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Wednesday - Advanced Micro Devices (NASDAQ:AMD), Archer-Daniels-Midland (NYSE:ADM)
Benzinga· 2025-11-05 12:15
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying AMD stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...
Meta Slumps on AI Spending, Echoing 2022 Metaverse Rout
Yahoo Finance· 2025-11-05 12:15
(Bloomberg) — The huge checks Meta Platforms Inc. (META) is writing to support its artificial intelligence ambitions are reminding some investors of the massive metaverse outlays that crippled the stock just a few years ago. Facebook’s parent posted results last week that beat expectations on key metrics. But Wall Street’s focus was on capital expenditures, which the company said would be as much as $72 billion this year and “notably larger” in 2026. Then, on the earnings call, Chief Executive Officer Mar ...